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Genmab — Marts 2021

Planlagt Fastgjort Låst Flyttet Genmab
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  • G Offline
    G Offline
    GeorgeBest
    wrote on sidst redigeret af
    #665

    Winkel har jo allerede indikeret Epcoritamab bliver Genmabs vigtigste asset. Så ved 5 mia $ omsætning til Epcoritamab, så er den hurdle vel passeret...

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    • G Offline
      G Offline
      GeorgeBest
      wrote on sidst redigeret af
      #666

      Spørgsmålet er om 1 mio per patient ikke er for højt. Dette er fra Google: Oncology trials show the highest average per-patient cost, with an average per-patient cost of $59,500. Oncology trials also typically require fewer participants than average, so any fixed costs are spread over a smaller number of participants.

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      • E Offline
        E Offline
        E_L
        wrote on sidst redigeret af
        #667

        it will also depend on the length of the trial (determined by severity of disease/ how deadly it is); epco PhIII estimates 3yrs to completion , compare to Dara trials now some 8yrs+

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        • nohopeN Offline
          nohopeN Offline
          nohope
          wrote on sidst redigeret af
          #668

          I love that nobody assumes that Epcoritamab could fail.

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          • E Offline
            E Offline
            E_L
            wrote on sidst redigeret af
            #669

            offcourse it could fail. but i 'hope' it doesn't 😉 and results so far look promissing

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            • D Offline
              D Offline
              deleted-user
              wrote on sidst redigeret af
              #670

              I assume ....... everybody knows that term and don't want to use too energy on that part of the discussion. When you invest you can lose your investment

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              • SolsenS Offline
                SolsenS Offline
                Solsen
                wrote on sidst redigeret af
                #671

                Selvfølgelig kan analytikeren godt lave et kvalificeret estimat på hvor stor en del af omsætningen, der rammer bundlinienDet
                bliver de jo nødt til 😉

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                • troldmandenT Offline
                  troldmandenT Offline
                  troldmanden
                  wrote on sidst redigeret af
                  #672

                  GB Jan HAR bekræftet 1 mio per pts. At det er det beløb man skal regne med. Han bekræftede det sidste år på PI QA

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                  • troldmandenT Offline
                    troldmandenT Offline
                    troldmanden
                    wrote on sidst redigeret af
                    #673

                    og jeg er bestemt ikke enig i at epcro er mere værd om 2 år end dara der på det tidspunkt nok er tæt på at være top 10 pt bedste sælgende lægemidler. Jeg er faktisk ikke sikker på om epcro bliver mere værd end dara på noget tidspunkt, idet forventningerne til dara topsalg er så meget højere

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                    • G Offline
                      G Offline
                      GeorgeBest
                      wrote on sidst redigeret af
                      #674

                      Winkel har udtalt at Epcoritamab forventes at blive det mest værdifulde produkt for Genmab...

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                      • exitnuE Offline
                        exitnuE Offline
                        exitnu
                        wrote on sidst redigeret af
                        #675

                        @nohope - god pointe.

                        Clinical trial success rates by therapeutic area as of 2020: https://www.statista.com/statistics/1201162/clinical-trial-success-rates-by-therapeutic-area/

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                        • E Offline
                          E Offline
                          E_L
                          wrote on sidst redigeret af
                          #676

                          ha, i just read JPmorgan increased chance for epco approval to 36% on the start of the PhIII
                          😉

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #677

                            https://pharmaintelligence.informa.com/~/media/informa-shop-window/pharma/2020/files/article-packs/jp-morgan-2021--day-3.pdf p 48

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                            • E Offline
                              E Offline
                              E_L
                              wrote on sidst redigeret af
                              #678

                              the reason i think it is higher in this case is 1) there was a lot on interest in epco according to Jan (I don't think he was lying there) 2) Abbvie will have done due diligence (so a 2nd party due diligence) 3) initial results looked good 4) doctors enthusiasm around the conferences on the initial data

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                              • BulderB Offline
                                BulderB Offline
                                Bulder
                                wrote on sidst redigeret af
                                #679

                                That's what we are all hoping for. Succes in both epco and gen1046 will pave the way for citi's blue sky. But we all also know that there is no guarantee.

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                                • SolsenS Offline
                                  SolsenS Offline
                                  Solsen
                                  wrote on sidst redigeret af
                                  #680

                                  We should not forget CD37. Think its undervalued. We have seen very robust preclinical data.

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                                  • BulderB Offline
                                    BulderB Offline
                                    Bulder
                                    wrote on sidst redigeret af
                                    #681

                                    Yes, and CD40

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                                    • BulderB Offline
                                      BulderB Offline
                                      Bulder
                                      wrote on sidst redigeret af
                                      #682

                                      I have a Q for Winkel regarding CD40

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                                      • DarvinD Offline
                                        DarvinD Offline
                                        Darvin
                                        wrote on sidst redigeret af
                                        #683

                                        Enig GB 14.02 - han talte ikke om hvorvidt Epco som produkt skulle blive større end Dara. Kun om værdi for Genmab

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                                        • BulderB Offline
                                          BulderB Offline
                                          Bulder
                                          wrote on sidst redigeret af
                                          #684

                                          It had estimated primary completion in dec last year. But we have heard nothing.

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